SGI - Investment Relations Call

So I decided to do some due diligence and get SGI's investment relations guy on the phone and ask him why did their revenue do so well, but the eps (earnings per share) miss just awfully and this is what he said:

• SGI Q1 .04 v. .25 eps 
• So that means they had 4c earned a share and what was expected was 25cents, which will kill your stocks price and as you can see its dropped drastically from 15 to 9.
•  SGI Japan acquisition and cost hit them this quarter, its a 1 time cost, but its dropped their gross margin line (Gross_margin Def) by 3%. 
• He rambled on about a few other costs that should set them up long term, but hurt them in the now.

Purely technical

we look for big over exaggerated sell offs so we can take advantage of the fear and panic and get long.
8.5 was the # I was looking for so I'm hoping that we get another pull sub 9's and are able to get long, watching closely now as 9.5 seems to be holding up well.

Feb 18 - Fri. "Kites"

SGI - long, 9 ideally
SYNT - had a good earnings beat I took some short, its ripping still after a solid 25% day, might squeeze me out for the loss, idk yet. 1/3rd size just depends if I feel strongly enough about it correcting.
REGN - had a nice run and has pulled for 3 days now, I think we see weak open, then a r/g or a whole # cross and get a few points out of it.

Feb 16 - Thurs. "Built this House"

Market gap'd up pretty; 60 (SPY), then slowly, methodically sold off all day...We hadn't seen that for awhile, usually mkt gaps up and holds or we have a pull and grind up, we could see a change in the mkt. Although, news China will come save Europe is huge if you believe it.

The Spy is at major resistance. Support at 130, we could pop to 137.5 before we have a panic filled, Italy concerned, Greece pain in the butt, drop or a steady controlled, much needed pullback before we can head higher.

NTAP - meeting Q3 estimates and setting its Q4 guidance in a range that straddled the Street view., Usually means long will work early on say to 45 area, then we'll get a fade we can lean into.


WTW - each time its hit this area, its pulled, swing short on pops to 80. 77.89 was hod of the day so maybe weakness on the 78 fail, start a short and ride it down with market weakness, if its there.

AAPL - long bias on any major drops or weak opens, etc. and short bias with the vice versa.